Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Large Cap Value R1 in their Schedule of Assets, totaling $22.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SIDEL, INC. SIDEL, INC. RETIREMENT AND SAVINGS PLAN | NORCROSS GA | 274 | $62.1M | $2.9M |
| 2 | KOBO PRODUCTS, INC. KOBO PRODUCTS, INC. 401K PLAN | SOUTH PLAINFIELD NJ | 161 | $16.1M | $1.5M |
| 3 | HEMPELUSA, INC. HEMPEL (USA), INC. 401(K) PLAN |
| 260 |
| $33.0M |
| $1.4M |
| 4 | SANIMAX USA LLC SANIMAX 401(K) PLAN | GREEN BAY WI | 331 | $44.7M | $1.3M |
| 5 | FEIST WATSON ENTERPRISES FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN | MISSOULA MT | 195 | $18.9M | $1.2M |
| 6 | SITN SLEEP, INC. SIT 'N SLEEP, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 181 | $27.4M | $1.2M |
| 7 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $1.1M |
| 8 | SERVICE MANAGEMENT GROUP, LLC SERVICE MANAGEMENT GROUP 401(K) PLAN | KANSAS CITY MO | 135 | $26.4M | $1.1M |
| 9 | FAREVA RICHMOND, INC FAREVA US SAVINGS PLAN 001 | HENRICO VA | 528 | $35.7M | $1.1M |
| 10 | CONTINUING LIFE LLC CONTINUING LIFE 401(K) PLAN | CARLSBAD CA | 1,741 | $62.4M | $832K |
